RFP Toolkit

Your RFP template is ready.

We kept it unbranded and fully editable, so you can make it your own in minutes. Download, customize, and start finding the right benefits partner for your business.

Open the RFP template
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What's inside

Everything you need to run a great RFP process.

A plug-and-play RFP template
A fully customizable, unbranded template covering all the key questions, from broker capabilities to service models. So you never start from a blank page.
A scoring framework to compare finalists
Stop guessing. Use a structured criteria scorecard to objectively evaluate broker responses and confidently choose the right partner for your team.
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Expert guidance on what to ask
Informed by Nava's team of benefits professionals, the template surfaces the questions that actually matter — so you uncover the right fit faster.

Ready to level up your benefits?
Get started today.

ED LIGONDE
Nava Partner, Los Angeles
2021 Benefits Pro broker of the year
Photo of Ed Ligonde, National benefits broker at Nava
Table of contents
RFP playbook
RFP template
RFP scorecard
RFP timeline
Additional resources
What’s in your RFP toolkit?

Welcome to your new RFP toolkit, complete with all the resources needed to run an effective process, free of headaches. You’ll find tools to help unlock a new level of benefits offerings for employees — and cost savings for your bottom line. Manage RFPs ASAP, find a great benefits partner, and build the offering your employees want — all without overloading your already busy to-do list.

PLAYBOOK
Resource

The ultimate playbook to nailing the benefits RFP process

Successful outcomes start with a thorough blueprint. This playbook provides an overview on how to manage RFPs from start to finish, featuring proven strategies from top employers and Nava’s own Benefits Advisory Board of HR experts. Get the playbook or view the video session with SHRM.

Grab your playbook
View the video session
Free template

Customize your RFP template.

Don’t have time to develop your own RFP? We got you. This editable, unbranded template covers all the bases, with a range of expert-recommended questions to get the answers you’re looking for.

Download the RFP template using your preferred platform:
Google Form
Click "File">"Make a copy" to edit, and then send away!
Get the Google Form
PDF
Feel free to edit and make it your own.
Get the PDF

How to score your RFP responses

Don’t have time to develop your own RFP? We got you. This editable, unbranded template covers all the bases, with a range of expert-recommended questions to get the answers you’re looking for.

Download scorecard

Find your benefits partner in 8 weeks

Never-ending RFP process? Never. Follow this sample timeline to keep the process easy and efficient.

Week 1-2

Align internally, customize questions, and issue your RFP

Week 3-5

Field questions, receive responses, and score proposals

Week 6-7

Notify finalists, schedule final presentations, and receive final proposals

Week 8

Conduct reference calls, socialize decision internally, and select your broker

Additional Resources

Your RFP crash course.

Everything else you need to know about RFP — from the experts.
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Blog Post
RFP ASAP: 4 Steps to Launching a Smooth Benefits Broker RFP Process
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Blog post
The Top 8 Questions to Include in Your Benefits Broker RFP
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Blog post
How to Score Your RFP Finalists (and Choose the Best Benefits Broker)